cancel
Showing results for 
Search instead for 
Did you mean: 
sniffer
Level 2

Turn off billable option in QB and T-Sheets

The billable setting in QB is creating lots of problems with our employees.  Our company does not bill per hour but when our employees log their hours, they forget to click unbillable in T-Sheets.  The hours are now sitting in our ledger expecting us to bill customers for these hours (frustrating). 

 

I would like to disable the billable/unbillable option for reporting hours in T-Sheets and thus QB, or make the default unbillable.  I cannot find a way to do this in QB.  Can someone please advise if this option is available?

Solved
Best answer January 08, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Turn off billable option in QB and T-Sheets

Thanks for actively responding, @sniffer. Let me add more information about turning off the billable to a customer feature. 

 

To disable this feature in the T-Sheets, let's double-check and ensure to select this option within TSheets:

 

  1.  At the top right, select QuickBooks. 
  2. Go to the Preferences.
  3. Select the billable option (also check Require Billable Yes/No if you would like this field required). T

 

 

Once done, your employees who clock in and out will be asked if their hours were billable or not, which will be reflected when the hours are exported to QBO.

 

Here's an article for more insights about tracking and exporting time: About QuickBooks integration preferences in QuickBooks Time.

 

Feel free to message again if you have additional questions about QuickBooks. We're always around here to help. 

View solution in original post

16 Comments 16
Charies_M
Moderator

Turn off billable option in QB and T-Sheets

It's my pleasure to help you today, sniffer.

 

I'll show you how to turn off the billable option in QuickBooks Online (QBO):

  1. Go to the Gear icon and choose Accounts and settings.
  2. Click the Advanced tab.
  3. Select Time tracking.
  4. Make sure to turn off the Make Single-Time Activity Billable to Donor.
  5. Hit Save, then Done.

Learn more about managing the timesheet setup for QuickBooks Online and TSheets through this article: Timesheet setup: QuickBooks Online and TSheets.

 

You might want to take a look at the available TSheets reports to review your employees time data: TSheets reports.

 

Know that you're always welcome to post here in QuickBooks Community if you have any other concerns.

sniffer
Level 2

Turn off billable option in QB and T-Sheets

Nope.  Doesn't work.  

 

Single-Time Activity Billable to a Customer in QB is off as you will see attached.  However, when entering time in T-Sheets, the billable field is still showing and required for employees to complete (see attached).  If it not required in QB, the field should be disabled in T-Sheets

 

 

sniffer
Level 2

Turn off billable option in QB and T-Sheets

Nope, that did not work.  See attachment.  The switch is turned off in QB but in T-Sheets employees are required answer yes/no to the billable field.  If this is disableed in QB, it should be disabled in T-Sheets.

katherinejoyceO
QuickBooks Team

Turn off billable option in QB and T-Sheets

Thanks for actively responding, @sniffer. Let me add more information about turning off the billable to a customer feature. 

 

To disable this feature in the T-Sheets, let's double-check and ensure to select this option within TSheets:

 

  1.  At the top right, select QuickBooks. 
  2. Go to the Preferences.
  3. Select the billable option (also check Require Billable Yes/No if you would like this field required). T

 

 

Once done, your employees who clock in and out will be asked if their hours were billable or not, which will be reflected when the hours are exported to QBO.

 

Here's an article for more insights about tracking and exporting time: About QuickBooks integration preferences in QuickBooks Time.

 

Feel free to message again if you have additional questions about QuickBooks. We're always around here to help. 

sniffer
Level 2

Turn off billable option in QB and T-Sheets

OK, that is the missing piece.  It works now.  Thank you.

Kiala_S
QuickBooks Team

Turn off billable option in QB and T-Sheets

Thanks for letting us know that worked for you @sniffer! Glad you turned off that billable option in your account. Feel free to come back with any other questions you may have. We're all happy to help in the Community. :)

holly carlin
Level 1

Turn off billable option in QB and T-Sheets

I need to talk to someone about the fact that the Client Fawngrove is not using the product T Sheets

What do I need to do

 

LisaMichelle689
Level 1

Turn off billable option in QB and T-Sheets

How do you disable this on QB Desktop? I prefer Desktop to Online, and it's quite annoying having to uncheck 10-20 lines in every transaction I make.

Rubielyn_J
QuickBooks Team

Turn off billable option in QB and T-Sheets

I know it's quite annoying to manually uncheck the billable option in every transaction, @LisaMichelle689.

 

On the Company Preferences, you can uncheck all time entries and expenses as billable for future transactions. However, when entering items on a bill, it will still automatically check your billable column once you select a Customer:Job on the drop-down arrow. In addition, for existing billable expenses, you need to uncheck them individually.

 

Here's how to unmark the billable on the Preferences:

 

  1. Proceed to the Edit menu and choose Preferences.
  2. Select Time & Expenses on the left-side panel.
  3. Click the Company Preferences folder.
  4. Make sure to uncheck the Mark all time entries as billable and Mark all expenses as billable box.
  5. Once done, choose OK.



          


This will disable the automatic billable check mark once you entered expenses on your bill. 

 

Additionally, I'll be sharing these links to help manage your bills in QuickBooks:

 

 

Let me know if you have further concerns with billable expenses in QuickBooks. I'm always around to help. Stay safe!

Libbpatt
Level 2

Turn off billable option in QB and T-Sheets

Hi, I've done this and the checkmarks still show up.  Any suggestions?  I also use Desktop.  

LisaMichelle689
Level 1

Turn off billable option in QB and T-Sheets

There is setting that needs to be switched. You'll have to be in Single-User Mode. Go to Edit > Preferences > Time & Expenses > Company Preferences > Mark all expenses as billable. UNCHECK the box next to that. Save. 

Rea_M
Moderator

Turn off billable option in QB and T-Sheets

I can see the inconvenience of unchecking the billable option in every transaction in QuickBooks Desktop (QBDT), @Libbpatt. That's why I'm here to share more details about this below.

 

Though you uncheck the Mark all time entries as billable and Mark all expenses as billable boxes in your Company Preferences, the billable column will still automatically check once you select a customer under the Customer:Job column when entering your items on a bill.

 

Also, there are two Accounts Payable (A/P) workflows available in QBDT. To help you choose the one that best suits your business, you may want to check out this article as your guide: Accounts Payable workflows in QuickBooks Desktop.

 

Please feel free to leave a comment below if you have other concerns about managing billable expenses in QBDT. I'm always ready to help. Take care, @Libbpatt.

JMB007
Level 2

Turn off billable option in QB and T-Sheets

hi. I am trying to enter bills and make them billable, but there is no check mark box available to check the billable item.

how do you make this billable option available ? i did follow the above instructions, but it did not work. there is no box to check. 

Giovann_G
Moderator

Turn off billable option in QB and T-Sheets

Hello, JMB007.

 

I can feel the challenge you facing to make your bills billable. I'll help you in achieving your goals.

 

Before we proceed, please ensure that QuickBooks Desktop is updated to the most recent release so you have access to the newest features and fixes. Next, check your Company Preference to see if the Mark all expenses as billable checkbox is selected.

 

Here's how:

 

  1. Proceed to the Edit menu and choose Preferences.
  2. Select Time & Expenses on the left-side panel.
  3. Click the Company Preferences folder.
  4. Make sure to Mark all expenses as billable box is ticked.
  5. Once done, choose OK.

 

Once you create a bill, you'll have to make sure you've selected a customer under the Customer: Job column.

 

Let's run the Verify and Rebuild data if you're still unable to mark the bill as billable. Since you possibly encountered a data problem causing the option to disappear. Please refer to this link for a complete guide: Verify and Rebuild Data in QuickBooks Desktop.

 

I'm also adding this resource for future reference to settle your payables: Pay bills in QuickBooks Desktop.

 

Don't hesitate to post your reply if you need further assistance with billable expenses. I'll keep an eye on your response. Have a great day.

JMB007
Level 2

Turn off billable option in QB and T-Sheets

Perfect that worked. I had the preferences set correctly, but the one thing I did not do was step #2 when creating the bill and selecting a customer under customer: Job column. I only selected the class. 

thanks for the good detailed explanation on the steps to enter the proper info.

AileneA
QuickBooks Team

Turn off billable option in QB and T-Sheets

You're welcome, JMB007. 

 

I'm happy that my colleagues' information above helps you resolve the issue. You can post here anytime if you have another question in QBDT. 

 

I've added articles for additional insights about the A/P and A/R workflows in QuickBooks Desktop, please refer to these articles: 

 


It'll always be my pleasure to help if you've got other questions besides billable expenses. Use the Reply button and leave your comment below so that I can assist you further. Have a great day!

Need to get in touch?

Contact us